Learn how to add the Paths guides to allow your organization to guide users through specific processes. The Path guides are available to the following objects:
- Accounts (Business Accounts and Person Accounts)
- Service Appointments
- Work Orders
- Work Order Line Items
- Custom Objects
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.
Step One - Salesforce Trailhead
Learn how to create custom Path guides through Salesforce Trailhead. Salesforce Trailhead allows you to learn
Step Two - Salesforce Help Guide
Learn how to create custom Path guides through the Salesforce Help Guide.